What is in the Account Groups block?

The Account Groups block allows an admin user to group together agencies that a frequently added together to cases/clients/defendants/locations.

Note: Account Groups are only available to admin users on an Enterprise account.

1. At the top of the block, you will see account groups that have already been created. If no groups have been created you will see a message that reads "You have not created any Account Groups".
2. Clicking the down arrow icon on the far right of the first tab will expand the group tab and allow you to view full details on the account group as well as make edits or delete the group.
3. The next tab allows you to add a new group. You will start by entering a label, or name, for the group.
4. Below the label, you may add a description of the group if needed to give further details.
5. Once your info has been entered the "Add Account Group" button will turn white, allowing you to click and save your group.

After a group has been added it will appear in the list at the top of the block. From there you can edit the group or delete it.

1. The arrow button used to expand the tab will also close it.
2. With the group created and tab expanded, you can add agencies to the group by clicking in the space labeled "Add Accounts...". Clicking here will open a list of accounts available to add to the group.
3. The red trashcan icon will delete the group.